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The EXCALIBUR SANLAM COLLECTIVE INVESTMENTS FLEXIBLE FUND OF FUNDS is a diversified growth portfolio suitable for investors who are not required to comply with Regulation 28 and who can assume a variable level of risk. This portfolio suits discretionary investors who are looking for a diversified balanced fund. The portfolio will typically hold local and offshore investments, with total equities ranging between 40% and 80%. There is no specified maximum limit on equities. Offshore holdings will typically range from 0-50%. The flexible nature of the portfolio allows the portfolio manager to utilise a wide range of investment opportunities in order to realise its performance and risk objectives. The portfolio aims to achieve its objectives through both income and capital growth.
Name | Title | Since | Until |
---|---|---|---|
Naas Meyer | - | 2016 | Now |
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